See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,853 | $153,311-8.1% | $109,313+28.9% | $273,961-48.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 10.62% | 29.86%-19.2pp | 22.07%-11.5pp | 41.45%-30.8pp |
| Employer contribution / active EE | $6,175 | $5,619+9.9% | $3,892+58.7% | $4,869+26.8% |
| Participant deferral / active EE | $11,335 | $3,932+188.3% | $3,166+258.0% | $5,287+114.4% |
| Admin fee / account holder | $1,265 | $8,076-84.3% | $5,666-77.7% | $10,132-87.5% |